Calfee, Halter & Griswold Llp Profit Sharing Trust And Plan — Form 5500 plan (Calfee Halter & Griswold, Llp)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Calfee, Halter & Griswold Llp Profit Sharing Trust And Plan is a benefit plan reported by Calfee Halter & Griswold, Llp under EIN 34-0732302 and plan number 001. The latest loaded filing year is 2023. The filing reports 370 participants and $190,778,101 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Calfee Halter & Griswold, Llp
- EIN
- 34-0732302
- Plan number
- 001
- Plan type
- 2
- Location
- Cleveland, OH
- Latest filing year
- 2023
- Participants
- 370
- End-of-year plan assets
- $190,778,101
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 370 | H, C | 20241014150759NAL0013504867003 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $190,778,101
- Net assets (EOY)
- $190,778,101
- Net assets (BOY)
- $182,369,137
Income & contributions
- Employer contributions
- $3,738,851
- Participant contributions
- $2,105,210
- Total contributions
- $5,929,964
- Total income / additions
- $31,653,956
Expenses & distributions
- Benefits paid
- $23,480,790
- Administrative expenses
- $183,577
- Total expenses
- $23,664,367
- Net increase / (decrease)
- $7,989,589
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sanford Bernstein | NONE | $78,337 | not reported in the loaded dataset | 2023 |
| Ubs Financial | NONE | $50,221 | not reported in the loaded dataset | 2023 |
| Charles Schwab | NONE | $18,642 | not reported in the loaded dataset | 2023 |
| Ebs Asset Management | NONE | $13,738 | not reported in the loaded dataset | 2023 |
| Fidelity Management | NONE | $10,794 | not reported in the loaded dataset | 2023 |
| Ancora Advisors | NONE | $7,271 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Calfee Halter & Griswold, Llp
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cleveland, OH
- Sanford Bernstein — Schedule C compensation
- Ubs Financial — Schedule C compensation
- Charles Schwab — Schedule C compensation
- Ebs Asset Management — Schedule C compensation
- Fidelity Management — Schedule C compensation
- Ancora Advisors — Schedule C compensation